Gewinn- und Verlustrechnung von Rocket Lab USA, Inc.

Rocket Lab Corporation is transitioning into a vertically integrated, end-to-end space infrastructure platform with a durable, recurring growth profile. Space Systems revenue more than doubled, driving the backlog to $2.36 billion and supporting sustained top-line growth and margin expansion. Neutron development is progressing, but schedule risk remains; execution on Neutron and margin expansion are key to justifying the premium valuation.

Space ETFs offer diversified exposure as Ukraine's orbital war highlights key space stocks and defense demand drives the sector's growth.

President Donald Trump signed a memo Thursday directing federal agencies to dramatically ramp up commercial rocket activity, setting a target of at least 1,000 launches and re-entries annually by 2030, according to Reuters.

Rocket Lab announced Monday that it will participate in a new $1 billion Space Force program. Space Force itself announced the same thing more than two weeks ago.

SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock is down 6% to $131.86 midday Thursday, slipping below the company's $135 IPO price for the first time since the June debut.

Rocket Lab has completely retraced its Q2 gains, down about 49% from its highs, presenting an attractive entry point in our opinion. The company's Q2 revenue growth got overshadowed by widening losses as Neutron development costs ramp up and near-term mix weighs on margins. These are negatives but ones that we think have already been priced into the stock.

MAHIA, New Zealand, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Rocket Lab Corporation (Nasdaq: RKLB), a global leader in launch services and space systems, today successfully launched its Electron rocket to deploy the latest Earth-imaging satellite to space for the Institute for Q-shu Pioneers of Space, Inc. (iQPS).

On Tuesday, Aug. 18, SpaceX (NASDAQ:SPCX | SPCX Price Prediction) completed its 100th launch of 2026, sending 24 Starlink satellites into orbit from Vandenberg SFB aboard a Falcon 9 and pushing the constellation past 11,000 satellites in low Earth orbit.

Q2 revenue reached $234 million, while backlog hit $2.36 billion and recent contract awards exceeded $1 billion. Space Systems generated $189.5 million as Rocket Lab increasingly combines spacecraft, components, launch capabilities and defense programs. Neutron demand remains strong before launch, with targeted $50–$55 million pricing and management seeing potential upside to ASPs.

Space Force awarded Rocket Lab a $397 million missile defense contract in August. The new award is worth more than six months' revenue to Rocket Lab.